Purchases and Sales Made in Q2 2023 in First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (FJUL) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCH TRD FD VIII FT C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.27K- 31.52% |
$189K - $205K
|
11.4K
$566K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.22K- 47.46% |
$223K - $243K
|
6.89K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.61K- 8.76% |
$237K - $258K
|
68.8K
$3.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.44K- 5.55% |
$267K - $290K
|
127K
$6.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.09K- 60.1% |
$326K - $354K
|
6.03K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 8.97% |
$377K - $410K
|
107K
$5.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 33.58% |
$442K - $481K
|
24.4K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-19.9K- 58.54% |
$712K - $775K
|
14.1K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.1K- 65.77% |
$756K - $822K
|
11K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.3K- 59.65% |
$800K - $870K
|
15.1K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.1K- 70.18% |
$972K - $1.06M
|
11.5K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.7K- 12.96% |
$2.89M - $3.15M
|
542K
$26.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-413K- 80.14% |
$14.8M - $16.1M
|
102K
$5.06M
|